• Pension Outsourcing Senior Associate

    WTW (Chicago, IL)
    …provisions, Internal Revenue Code, ERISA, and other legal regulations (eg transfers, QDRO 's) + Review pension benefit commencement packages + Ensure that work of ... self and team is delivered in accordance with professional and work excellence standards + Deliver formal and informal process training to both team members and client contacts **Qualifications** **The Requirements** + Bachelor's degree or prior benefits… more
    WTW (07/10/25)
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  • Account Manager - Retirement and Private Wealth

    HUB International (Wilmington, MA)
    …clients with day-to-day plan transactions (ie, loans, distributions, QDRO 's, contribution submissions, vesting calculations, corrections).o Prepare and provide ... to clients any notices or employee communication.o Annual or periodic due diligence reporting and review with clients.o Frequent client visitation.o Must attain and maintain an ASPPA CPC designation. Qualifications: + Bachelor's Degree or equivalent… more
    HUB International (06/06/25)
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